David M. Email & Phone Number

New York, Ny, Us

London, Gb

OSTTRA is the home of MarkitServ, Triana, TriOptima and Reset formed by a 50/50 joint venture between IHS Markit and CME in September 2021.• Orchestrate year-over-year revenue growth by leveraging a spectrum of Managed Services and Tailored Professional Services, enhancing operational efficiency for clients in the Financial Services sector.• Direct a team of 10 professionals overseeing the processing of 300,000+ trade compressions, 2,000+ corporate action events, and 20+ bespoke projects annually for Investment Management and Investment Bank clients.• Strengthening relationships with compression vendors to align with mutual client requirements throughout the industry event lifecycle.• Foster collaboration across business units and regions, engaging with Product Design, Product Management, Commercial, and Technology teams to introduce new services and drive increased efficiency.• Lead a diverse team virtually and onsite across four locations (Singapore, India, UK, and USA), overseeing hiring, onboarding, performance evaluation, and continuous development.• Manage Risk and Control Self-Assessment (RCSA) for the team, defining control objectives, and successfully completing an external SOC1 Type 2 audit annually.• Generate Executive Committee-level metrics and data utilizing PowerBI, Salesforce, and QlikSense to assist with strategic decision-making.

London, United Kingdom, Gb

Promoted to the role of Associate Director and Co-Head of Custom Processing in February 2019, following nearly 2 years at the leading the Americas region for the team.Key Achievements and Responsibilities:• Led and managed a global team of 10 members, fostering strong working relationships through individual interactions and weekly team meetings.• Spearheaded the hiring and onboarding process for new team members, followed by their ongoing evaluation and professional development.• Elevated team performance to achieve excellence in execution, skillfully balancing immediate business needs with the establishment of long-term training and career development paths.• Proactively identified areas for improvement and implemented necessary adjustments to enhance team effectiveness.• Fostered robust interdepartmental partnerships across Product Management, Business Development, and Technology to ensure tools were continually updated in response to industry changes.• Served as the primary point of contact for clients and internal stakeholders, managing relationships related to completed work and exploring potential new opportunities.• Coordinated and maintained strict adherence to audit requirements, ensuring compliance with industry standards.• Drove operational excellence in the execution of time-bound activities and procedures, consistently delivering high levels of client satisfaction.

London, United Kingdom, Gb

• Led a 12-month assignment to establish a new team within the Client Services department of MarkitSERV, with a focus on reducing the volume of outstanding Regulatory Reporting errors from the DTCC Global Trade Repository (GTR).• Managed a team of 5, collaborating closely with established Regulatory Reporting teams in global hubs such as London, New York, and Singapore. Conducted regular one-on-one meetings with team members to discuss objectives and facilitated weekly team meetings.• Successfully established processes and systems by fostering interdepartmental collaboration with Business Analysts, Product Management, Development, and Application Support teams.• Provided monthly updates to senior management, showcasing the team's progress in reducing error numbers.• In August 2016, took on an expanded role to manage the MarkitWire API Retirement project. Oversaw one full-time resource for the project, which included sending regular management updates and liaising with clients to ensure a seamless transition to a new version of the application.• Served as the escalation contact for the region, addressing any client issues that may arise.

London, United Kingdom, Gb

Promoted from Associate to Senior Associate in March 2015, following the assignment as Team Lead for the Client Services team in September 2014.Key Achievements and Responsibilities:• Led a team of 6 members in London, collaborating with global Team Leads to ensure consistent and high-quality Client Service delivery.• Conducted regular one-on-one meetings with team members to discuss objectives and facilitated weekly team meetings.• Identified knowledge gaps within the team and organized training sessions to address those gaps.• Served as the primary point of contact for team members, addressing any arising issues promptly.• Managed all MarkitWire/MTM queries across supported OTC Derivative asset classes, including Rates, Credit, and Equities.• Collaborated directly with UAT, Business Analysts, Onboarding, Product Management, and Engineering Services to resolve queries related to trade booking issues.• Represented Client Services in various business projects, such as implementing new trade flows into MarkitWire. This involved liaising with multiple departments across the business, ensuring Client Services stayed informed and well-trained on new functionalities.• Oversaw the closure of client case requests and managed client escalations effectively.

New York, Ny, Us

Key responsibilities of this role are to liaise with internal and external clients, to build and maintain good working relationships, and to achieve industry targets for fails resolution.Subject matter expert in Fixed Income Derivates, both Interest Rate Swaps and Credit Default Swaps as well as complex SPV deals. Extensive experience with LCH reconciliation and LCH fails resolution. As part of a global settlements team I am required to prioritise high volumes of work and work to strict deadlines.

New York, Ny, Us

Primary responsibility to support line teams globally across UK, USA and Asia across a number of product areas including; Fixed Income, Equity and Foreign Exchange. This role involved support for testing of changes related to small enhancements, answering queries from the teams in the line, working with IT to prioritise system changes and support for scoping, testing and implementation of larger projects.

Holytown, North Lanarkshire, Gb

Key functions of the role were to assist with a range of finance duties in the areas of accounts receivable, purchase ledger, purchase card, staff benefits administration and cash office duties.